Press Release

1792 Wealth Advisors Joins ProShares on the NYSE Podium for Historic Closing Bell Ceremony (7/23/2026)

NEW YORK, NY — For 1792 Wealth Advisors, standing on the podium of the New York Stock Exchange alongside ProShares to ring the Closing Bell was more than a milestone—it was the realization of a dream rooted in the very history that inspired the practice’s name.

For the team at 1792 Wealth Advisors, the opportunity to see the Buttonwood Agreement in person and stand at the center of the world’s most recognized financial marketplace was both humbling and inspiring.

“To stand on the floor of the NYSE and see the Buttonwood Agreement in person was an unforgettable experience,” said Bob Milligan, Founding and Managing Partner of 1792 Wealth Advisors. “Our practice’s name was inspired by that historic moment in 1792 when twenty-four stockbrokers and traders came together under a buttonwood tree at the corner of Wall Street and what is now Nassau Street to sign the Buttonwood Agreement, laying the foundation for what would eventually become the New York Stock Exchange. To experience that history firsthand and then stand on the podium during the Closing Bell was truly special. It reinforced why we do what we do every day—helping our clients harness the power of the capital markets to pursue their goals, protect what matters most, and build lasting legacies.”

More than 230 years after the Buttonwood Agreement, the markets established by those early visionaries continue to create opportunities for investors, businesses, and families across the country. At 1792 Wealth Advisors, the practice’s mission is centered on helping clients participate in those opportunities through thoughtful planning, disciplined investing, and trusted advice.

The Closing Bell ceremony served as a powerful reminder that behind every investment strategy, portfolio, and market milestone are real people working toward meaningful life goals—from retirement and education funding to charitable giving and multi-generational wealth planning.

“We often talk with clients about the benefits of participating in the capital markets, but being able to witness the markets in action at the NYSE brought that conversation to life in a remarkable way,” Milligan added. “The same markets that began with a simple agreement in 1792 continue to help create opportunities for families and businesses today. It was incredibly meaningful to see that connection between history and the work we do on behalf of our clients.”

1792 Wealth Advisors extends its sincere appreciation to Danny Valentino, Troy Goldstein, Mo Haghbin and Rich Ledee of ProShares for helping make this dream a reality.

“The partnership and friendship we’ve built with the ProShares team have been invaluable,” said Milligan. “We are grateful to Danny, Troy, Rich and Mo for their support and for sharing this historic experience with us.”

The event also highlighted the strength of the relationship between 1792 Wealth Advisors, Raymond James, and ProShares. Together, the organizations share a commitment to investing excellence, innovation, and helping clients navigate increasingly complex financial markets with confidence.

“This moment was a celebration of partnership,” Milligan said. “We are proud of the relationships we’ve built with Raymond James and ProShares and grateful for the opportunity to work alongside organizations that share our dedication to serving clients at the highest level.”

As the Closing Bell echoed across Wall Street, it marked more than the end of a trading day. For 1792 Wealth Advisors, it was a celebration of history, partnership, and the enduring promise of the capital markets – a promise that began in 1792 and continues to help clients pursue their dreams today.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 1792 Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Press Release

1792 Wealth Advisors Welcomes James L. Cady as SVP, Partner, Wealth Advisor, RJFS and Alanna Marrero as Senior Registered Client Associate, RJFS

New Red Bank Office Opens to Serve Monmouth County

Red Bank, NJ — November 18, 2025 — 1792 Wealth Advisors, an independent practice of Raymond James, is proud to announce the addition of James L. Cady as SVP and Partner, and Alanna Marrero as Senior Registered Client Relations Specialist. Their arrival marks the opening of 1792 Wealth Advisors’ new satellite office in Red Bank, New Jersey, further expanding the practice’s footprint and commitment to personalized financial guidance.

With over 30 years of experience, James Cady has built a reputation for helping high-net-worth families, business owners, and corporate executives make informed financial decisions. His approach centers on crafting forward-looking strategies tailored to each client’s goals, time horizon, and risk tolerance. James previously held leadership roles at Alden Investment Group, Cantella & Co. Inc., Oppenheimer & Co., and Merrill Lynch. With this move, James and his team gain the full support of 1792 Wealth Advisors, while continuing to serve his clients on the Raymond James platform.

Joining James is Alanna Marrero, a seasoned client service professional who will serve as Senior Registered Client Associate. Alanna plays a vital role in ensuring operational excellence and delivering dependable, high-touch service to clients. Her career began at Oppenheimer & Co. Inc.’s New York headquarters and has included international and regional leadership roles.

“We are thrilled to welcome James and Alanna to 1792 Wealth Advisors,” said Bob Milligan, Managing Partner and Founder. “James’ depth of experience and Alanna’s client-first approach are a perfect fit for our practice. Opening a new office in Red Bank with this dynamic team is a major milestone, and we’re excited about the opportunities ahead.”

James, a lifelong resident of Monmouth County, lives in Fair Haven with his wife Stephanie and their three children. Alanna, also a New Jersey native, resides with her husband Justin and their two children, Lyla and Luke.

“I’m incredibly excited to join 1792 Wealth Advisors and help launch our Red Bank office,” said James Cady. “This move allows me to continue building meaningful relationships and guiding clients through their financial journeys with the support of a practice that shares my values. I’m thrilled to help Bob grow the Red Bank location with other like-minded advisors who are seeking the benefits of partnered independence.”

About 1792 Wealth Advisors

1792 Wealth Advisors is a premier wealth management practice whose advisors serve clients in a supported independence partnership structure. Together with the partnership and affiliation of Raymond James, 1792 is able to offer advisors industry-leading resources, technology and support while providing the flexibility, control and autonomy to serve clients in their unique way. Founded in 2017, 1792 primarily serves the Northeast and is rapidly expanding into new markets driven by a “client first” collaborative culture, an enhanced equity structure for advisors, and unique support ecosystem that enhances the client experience.

For more information, visit Join1792.com or https://www.raymondjames.com/1792wealthadvisors.

About Raymond James Financial Services

Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, supports independent financial advisors nationwide. Since 1974, RJFS has built a reputation for strength, integrity, and advisor empowerment. The firm’s total client assets are approximately $1.73 trillion as of September 30, 2025. Learn more at www.raymondjames.com.

Contact:

1792 Wealth Advisors

360 Mount Kemble Ave., 3rd Floor

Morristown, NJ 07960-6834

973-866-5270

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. 1792 Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.